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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,430 | $41,981-13.2% | $63,412-42.6% | $59,633-38.9% |
| Participation rate | 69.8% | 60.3%+9.6pp | 67.1%+2.7pp | 68.7%+1.2pp |
| Annual return | 0.23% | 13.04%-12.8pp | 4.04%-3.8pp | 2041.40%-2041.2pp |
| Employer contribution / active EE | $601 | $1,287-53.3% | $1,814-66.9% | $2,203-72.7% |
| Participant deferral / active EE | $1,691 | $2,002-15.5% | $2,496-32.2% | $3,192-47.0% |
| Admin fee / account holder | $1,198 | $3,509-65.9% | $3,753-68.1% | $4,297-72.1% |